Keeley Asset Management’s U-Haul Holding Co UHAL Stock Holding History

Keeley Asset Management’s Portfolio UHAL Stock Details UHAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	–	Sell	-238,480	Closed	-$6.93M	–	405
2014 Q2	$6.93M	Sell	238,480 -1,410,850	-86%	-$37.3M	0.12%	147
2014 Q1	$38.3M	Sell	1,649,330 -135,000	-8%	-$3.12M	0.66%	66
2013 Q4	$42.4M	Sell	1,784,330 -91,520	-5%	-$1.97M	0.72%	59
2013 Q3	$34.5M	Sell	1,875,850 -283,150	-13%	-$4.89M	0.64%	70
2013 Q2	$35M	Buy	+2,159,000	New	+$35.9M	0.69%	65

Other funds holding UHAL

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bruce & Co Chicago, Illinois $350M AUM 33.5% 1-Year Est. Return

Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return

Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Nicholas Company Milwaukee, Wisconsin $5.1B AUM 8.43% 1-Year Est. Return